Corey Blake Saft
Investment adviser representative at Sivia Capital Partners, LLC
6 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$1.2BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
6 years in the industry.
- Sivia Capital Partners, LLCMar 2017 to now
- Sf Sentry Securities, Inc.Mar 2017 to Jun 2021
- UBS Financial Services Inc.May 2015 to Mar 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 3 states (CA, TX, WA).
Sivia Capital Partners, LLC
$1.2BAssets managed
55Clients
1Advisers
12 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5809332
- Firm CRD
- 170413